TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,603 $258K <0.01% +514 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,467 $251K 0.02% 0 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,374 $245K 0.03% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,369 $245K <0.01% +242 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,267 $239K <0.01% -7,240 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,225 $237K <0.01% new 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,210 $236K 0.02% -320 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,184 $235K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,145 $233K <0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,060 $228K 0.02% -717 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,052 $227K <0.01% -3,879 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,000 $224K 0.02% -100 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 3,930 $221K 0.02% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,926 $220K 0.03% -1 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,843 $216K 0.01% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,740 $210K 0.03% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,737 $210K <0.01% -50 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 3,565 $200K <0.01% -60,475 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,827 $159K <0.01% +699 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,824 $103K <0.01% +30 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,804 $101K <0.01% -1 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 1,800 $101K <0.01% -1,200 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,780 $100K <0.01% -76 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,646 $92.4K 0.02% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,446 $81.2K <0.01% +1,031 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,358 $76.2K <0.01% +633 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,348 $75.7K 0.01% +708 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,322 $74.2K <0.01% -2,493 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,220 $69.8K <0.01% +1,188 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,000 $56.1K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,000 $56.1K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 968 $54.3K 0.01% +489 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 911 $51.1K 0.04% +891 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 905 $49.6K <0.01% -401 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 805 $45.2K <0.01% +100 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 770 $43.2K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 694 $38.9K <0.01% -561 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 665 $37K <0.01% +449 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 610 $34.2K <0.01% +250 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 600 $33.7K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 530 $29.7K <0.01% +313 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 511 $28.7K 0.02% -35 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 488 $27.4K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 455 $25.5K <0.01% +52 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 454 $25.5K <0.01% -33 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 445 $24.5K <0.01% +304 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 400 $22.4K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 400 $22.4K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 375 $21K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 351 $19.7K <0.01% -15 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 323 $18.1K <0.01% +127 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 331 $18K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 314 $17.6K <0.01% +84 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $16.8K <0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 251 $14.1K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 250 $14K <0.01% 0 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 251 $14K <0.01% +13 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 236 $13.2K <0.01% -96 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 221 $12.4K <0.01% +180 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 215 $12.1K <0.01% -50 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 210 $11.8K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 195 $11K <0.01% -420 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 175 $11K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 188 $10.6K <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 168 $9.43K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 157 $8.81K <0.01% +104 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 154 $8.64K <0.01% +41 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 148 $8K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 140 $7.86K <0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 134 $7.52K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 125 $7.01K <0.01% +90 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 123 $6.9K <0.01% +100 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 122 $6.85K <0.01% +8 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 118 $6.62K 0.01% -117 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 107 $6K <0.01% +74 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 106 $5.95K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 99 $5.56K <0.01% +77 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 99 $5.42K <0.01% -800 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 88 $4.94K <0.01% +72 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 86 $4.83K <0.01% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 83 $4.66K <0.01% new 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 78 $4.38K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 71 $3.98K <0.01% +59 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 69 $3.87K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 52 $2.92K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 48 $2.69K <0.01% +29 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 47 $2.64K <0.01% -13 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 45 $2.53K <0.01% -16 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 42 $2.36K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 40 $2.25K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 40 $2.17K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 37 $2.08K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 37 $2.08K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 36 $2.02K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 37 $2K <0.01% -5 13F-HR Timeline CX Institutional More: the full row for CX Institutional 28 $2K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 28 $1.57K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 27 $1.51K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 24 $1.35K <0.01% -5 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 23 $1.29K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 19 $1.07K <0.01% -207 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 17 $954 <0.01% -3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16 $898 <0.01% -1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 16 $898 <0.01% -88 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 15 $869 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $562 <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10 $561 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $515 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7 $393 <0.01% -7 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 7 $392 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $281 <0.01% new 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5 $281 <0.01% +2 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $281 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $225 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $225 <0.01% -6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $57 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $56 <0.01% -1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3 $0 0% -9 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.